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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-05-31 |
Branch Locations
1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Deerfield | IL | 08/2015 | Present |
| Nylife Securities Llc | Deerfield | IL | 09/2015 | Present |
| Eagle Strategies Llc | Deerfield | IL | 05/2016 | Present |
| Great Lakes Financial Partners, Llc | Deerfield | IL | 08/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1536 Woodbine Court, Deerfield, IL., 60015; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GREAT LAKES FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DEERFIELD, IL); START DATE: 08/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-31 |
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